We are live on ! Find out more

779 hedge funds and large institutions have $35.2B invested in Intuit in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 257 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

12% more capital invested

Capital invested by funds: $31.5B → $35.2B (+$3.67B)

4% more funds holding

Funds holding: 750779 (+29)

0.41% more ownership

Funds ownership: 86.97%87.39% (+0.41%)

12% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 292

25% less call options, than puts

Call options by funds: $119M | Put options by funds: $158M

Holders
779
Holders Change
+29
Holders Change %
+3.87%
% of All Funds
17.67%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
97
Increased
257
Reduced
292
Closed
62
Calls
$119M
Puts
$158M
Net Calls
-$39.6M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
326
RBC Europe
United Kingdom
$3.53M +$64.8K +425 +2%
Credit Agricole
327
Credit Agricole
France
$3.51M -$56.8M -372,564 -94%
WAM
328
World Asset Management
Michigan
$3.5M -$255K -1,676 -7%
COPPSERS
329
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.43M +$294K +1,929 +10%
HCM
330
Howland Capital Management
Massachusetts
$3.4M
SSWM
331
Sheets Smith Wealth Management
North Carolina
$3.38M -$777K -5,100 -19%
SCM
332
Shelton Capital Management
Colorado
$3.37M
DCM
333
Dupont Capital Management
Delaware
$3.36M +$274K +1,797 +9%
PA
334
Profund Advisors
Maryland
$3.35M -$83.7K -549 -3%
OI
335
Oakbrook Investments
Illinois
$3.31M -$72.4K -475 -2%
AHC
336
Anderson Hoagland & Co
Missouri
$3.29M -$98.5K -646 -3%
CK
337
Cohen Klingenstein
New York
$3.25M
UCFA
338
United Capital Financial Advisors
Texas
$3.21M -$320K -2,098 -9%
PCM
339
Parsons Capital Management
Rhode Island
$3.19M -$136K -891 -4%
EWA
340
Exencial Wealth Advisors
Oklahoma
$3.19M -$132K -867 -4%
BUB
341
BBVA USA Bancshares
Texas
$3.18M -$114K -746 -4%
WC
342
Weil Company
California
$3.17M +$3.06M +20,092 New
TFA
343
Transamerica Financial Advisors
Florida
$3.08M -$84.6K -555 -3%
NB
344
Norinchukin Bank
Japan
$3.06M +$198K +1,302 +7%
SIM
345
Sentry Investment Management
Wisconsin
$3.04M +$225K +1,473 +8%
JAM
346
Jupiter Asset Management
United Kingdom
$2.94M +$2.84M +18,636 New
P
347
Pitcairn
Pennsylvania
$2.94M -$20.9K -137 -0.7%
Baird Financial Group
348
Baird Financial Group
Wisconsin
$2.88M -$19.7K -129 -0.7%
Mirae Asset Global Investments
349
Mirae Asset Global Investments
South Korea
$2.87M +$442K +2,898 +19%
NMIFOAC
350
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.84M

INTU Hedge Fund Activity: Q4 2017 in Review

779 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2017, worth a combined $35.2B — up 12% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new INTU positions and 62 closed out — a net gain of 35 holders — while 257 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Renaissance Technologies, cutting an estimated $232M.

  • 779 institutional investors held Intuit (INTU) as of Q4 2017, up from 750 in Q3 2017.
  • Funds reported $35.2B of Intuit stock for Q4 2017, up 12% quarter-over-quarter.
  • 97 funds opened new Intuit positions in Q4 2017 and 62 closed out, a net change of +35 holders.
  • The largest Intuit buyer in Q4 2017 was Fidelity Investments, an estimated $232M added.
  • The largest Intuit seller in Q4 2017 was Renaissance Technologies, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2017.